READX Mutual Fund

NAV$18.64

Returns Overview

1 Month
-5.24%
3 Months
+0.32%
6 Months
+7.93%
YTD
+16.72%
1 Year
+46.12%
3 Years (annualized)
+25.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would READX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+16.72%
Peer Avg (YTD)
+23.08%
vs Peers
-6.36%

READX Mutual Fund Performance

READX performance across multiple time periods: 1-month -5.24%, YTD 16.72%, 1-year 46.12%, 3-year 25.49%.

READX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

READX performance comparison shows side-by-side returns with another fund. READX alternatives are available in the Mutual Fund Screener.